Robert Todd Valleau

Current Employers

Employment History

• 11/2012 → 01/2018
  Hornor, Townsend & Kent, Inc
  Horsham, PA
• 11/2012 → 12/2017
  Penn Mutual Life Insurance Company
  Horsham, PA
• 01/2018 → 11/2020
  Mercap Advisors, Inc.
  Paoli, PA
• 01/2018 → 11/2020
  Mercap Securities, Llc
  Paoli, PA
• 11/2020 → Present
  Almanack Investment Partners, Llc
  Wayne, PA

Previous Registrations

• 2018-01-05 → 2020-11-02
  Mercap Advisors, Inc.
  Atlanta, GA
• 2013-01-10 → 2018-01-08
  Hornor, Townsend & Kent, Llc
  Conshohocken, PA
• 2012-08-28 → 2012-11-21
  Northwestern Mutual Investment Services, Llc
  Philadelphia, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS:161 WASHINGTON AV, CONSHOHOCKEN, PA 19428 | START DATE: 08/2012 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 20 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE INSURANCE PRODUCTS 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: TARSIEWICZ FINANCIAL SERVICES |POSITION HELD: AGENT | ADDRESS: 10 OAKHURST LANE, MT. LAUREL, NJ 08054 | START DATE: 07/01/14 | NATURE OF ACTIVITY: OTHER | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS |DESCRIPTION OF DUTIES: I AM ENTERING INTO A PAA RELATIONSHIP WITH A. TARSIEWICZ CPA. 3) TODD ROBERT VALLEAU /LIFE INSURANCE BROKERAGE | INVESTMENT RELATED - YES | DBA NAME: TODD ROBERT VALLEAU | POSITION HELD:PROPRIETOR/OWNER AGENT | ADDRESS: 87 GOLDFINCH CIRCLE, PHOENIXVILLE, PA 19460 | START DT: 6/1/2014 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 HRS |DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS, INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY ALSO USING DBA FOR FUTURE EMPLOYEE PAYMENTS. 4) INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBANAME: DEL DUKE INSURANCE GROUP | POSITION HELD: AGENT- | ADDRESS: 1190 MARLKRESS RD GROUND FL.CHERRY HILL,NJ 08003 | START DATE: 2017-07-21 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 40 | |DESCRIPTION OF DUTIES: INSURANCE SALES & SERVICE FOR MULTIPLE CARRIERS 5) WHITE KNIGHT CAPITAL 656 E.SWEDESFORD RD WAYNE PA 19087 215-205-5553. EMAIL: TVALLEAU@WHITEKNIGHTCAPITAL.NET. BUSINESS IS AN LLC.NATURE OF BUSINESS: FINANCIAL PLANNING: INVESTMENT RELATED: YES. DUTIES OF POSITION: FINANCIAL PLANNING.APPROX # HRS PER MONTH: 160 HRS. NUMBER OF HRS DURING SECURITIES TRADING: 160 HRS. DATE ACTIVITY STARTED:07/15/2018. FINANCIAL INTEREST IN BUSINESS: YES - 100% OWNER. COMPENSATION: 1099

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-24
• S63 Uniform Securities Agent State Law Examination
  2008-10-09

Other Names

• Todd Valleau
• Todd Robert Valleau